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Showing 121 - 130 of 17840 results for "manager"

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
Perpetual is backing a new strategy from Kapstream Capital, securing an undisclosed seed amount in the fund that invests in securitised warehouse financing, a form of private debt. Following its February 1 launch, the Kapstream Private Investment Fund ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... equities active managers have failed to generate, on average, higher excess returns, with data revealing the median active manager has underperformed the benchmark in 10 out of 14 calendar years. VanEck portfolio manager and key author of the research ...

Institutional investors shift gears amid 'new market regime'

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
Nuveen's latest global institutional investor survey shows that investors are adjusting risk management and asset allocation strategies due to geopolitical tensions, higher rates, market volatility, and upcoming elections, with three themes dominating ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
Morningstar has confirmed the departure of two longstanding executives from the manager research side of the business - Tim Wong and Justin Walsh. It is understood that Wong - who oversaw fixed income strategies - is set to join former colleague Tim ...

Listed companies drive economy's momentum: ABDO

KARREN VERGARA  |  THURSDAY, 21 MAR 2024
... odds and beat analysts' expectations to help keep the economy on its resilience streak. Perennial Partners lead portfolio manager Stephen Bruce, who presented at the Advisers Big Day Out (ABDO) Capital Cities in Sydney yesterday, spoke about the resilience ...

Super SA names chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... Consumer and Business Services within the Attorney General's department. Soulio has also previously served as a senior manager, investigation and insolvency at ASIC, worked for the Australian Customs Service, and was a solicitor at MinterEllison. ...

Third person pleads guilty in Courtenay House Ponzi scheme

ANDREW MCKEAN  |  WEDNESDAY, 20 MAR 2024
David Sipina, a Croydon local, who had a role at defunct investment manager Courtenay House, has pleaded guilty to carrying on a financial services business without a licence and dealing in the proceeds of crime. Between 24 June 2015 and 21 April 2017 ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... services business. ASIC said that between February 2021 and January 2023, while an authorised representative and responsible manager of Octillion Partner Pty Ltd, Rose recommended six self-managed superannuation fund (SMSF) clients to invest their superannuation ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
The Investment Grade Corporate Bonds: Understanding Manager Performance report said the 'Powell pivot' at the end of 2023 made the strategic shift a more attractive option for investors looking to capitalise on higher yields while reducing credit risk. ...

Lombard Odier brings plastic circularity fund down under

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2024
... collection, sorting, and recycling solutions. The strategy is overseen by global head of private assets and co-lead portfolio manager Christopher Tritten and co-lead portfolio manager Victoire Carous. "We're excited about the launch of our LOIM Plastic ...